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Burlington
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Overview Fund Activity

424 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 121 increasing their positions, 142 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+59
Holders Change %
+16.16%
% of All Funds
6.84%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
121
Reduced
142
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$373M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Capital International Investors
Capital International Investors
California
+$262M
4
BlackRock
BlackRock
New York
+$197M
5
DCP
DSM Capital Partners
Florida
+$103M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$716M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$272M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$236M
4
Citadel Advisors
Citadel Advisors
Florida
-$173M
5
SCM
Steadfast Capital Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$259K +$259K +1,277 New
MAM
302
Marquette Asset Management
Minnesota
$258K -$94.7K -467 -27%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$254K -$72.5K -359 -22%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$246K +$246K +1,212 New
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$244K +$244K +1,202 New
AT
306
American Trust
Kentucky
$238K +$238K +1,172 New
Vontobel Holding
307
Vontobel Holding
Switzerland
$237K -$291K -1,433 -55%
SI
308
Stephens Inc
Arkansas
$234K +$45.8K +226 +24%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$233K +$233K +1,151 New
FGP
310
Foyston, Gordon, & Payne
Ontario, Canada
$230K +$230K +1,132 New
EI
311
Ethic Inc
New York
$226K +$226K +1,115 New
Verition Fund Management
312
Verition Fund Management
Connecticut
$221K -$4.59M -22,641 -95%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$218K +$218K +1,076 New
CAN
314
Cetera Advisor Networks
California
$216K +$216K +1,066 New
ST
315
Somerset Trust
Pennsylvania
$213K +$213K +1,052 New
CCA
316
Cadent Capital Advisors
Oklahoma
$210K +$210K +1,037 New
BCV
317
Banque Cantonale Vaudoise
Switzerland
$203K – – –
Chevy Chase Trust
318
Chevy Chase Trust
Maryland
$203K +$203K +1,000 New
AIG
319
American International Group
New York
$200K -$4.46K -22 -2%
CSS
320
Cubist Systematic Strategies
Connecticut
$183K -$27.4M -135,323 -99%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$178K +$11.2K +55 +7%
WI
322
Wahed Invest
New York
$174K +$23.9K +118 +16%
CLOS
323
Compagnie Lombard Odier SCmA
Switzerland
$162K +$162K +800 New
O
324
Ossiam
France
$140K – – –
BAMF
325
BI Asset Management Fondsmaeglerselskab
Denmark
$133K +$31.4K +155 +31%
11 12
13
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